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Salesforce Heroku

Heroku Unveils Next-Gen AI Development Platform

Salesforce’s Heroku—the cloud platform powering 65M+ apps and 65B daily requests—is stepping into the AI era with a suite of new tools designed to accelerate AI application development. Key Innovations for AI & Event-Driven Apps 1. Heroku AppLink (Pilot) 2. Heroku Eventing 3. Heroku Fir Generation Enhanced Developer Experience 🚀 VS Code Extension 💻 Expanded .NET Support 📊 Heroku-Jupyter Why This Matters ✅ Faster AI app development with low-code + pro-code flexibility.✅ Real-time event-driven AI via Heroku Eventing.✅ Enterprise-ready scalability on Kubernetes & OCI.✅ Smoother dev workflows with VS Code & Jupyter integration. Building AI apps? Heroku’s new platform cuts deployment time in half. Start today! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Industry Clouds

Salesforce Industry Clouds: Tailored Solutions for Public Sector Transformation Government-Specific CRM Built for the Digital Era Salesforce Public Sector Solutions (PSS) represents a paradigm shift in government technology, offering purpose-built applications that combine the power of CRM with public sector operational needs. This comprehensive suite enables agencies to modernize constituent services while maintaining rigorous compliance standards. Core Differentiators Public Sector Solutions Architecture 1. Foundation Layer ![Government Cloud Infrastructure] 2. Government Data Model Standard Object Enhanced Capability Case Violation tracking, benefit eligibility Account Citizen/business entity differentiation Inspection Mobile checklist workflows 3. Prebuilt Applications Diagram Code Download License & Permits Dynamic Forms Fee Automation Grants Mgmt Application Portal Disbursement Tracking Key Solution Areas 🆘 Emergency Program Management 📑 License & Permit Management 🔍 Inspection Management 💰 Grants Management Implementation Framework Phased Rollout Approach Add-On Modules Proven Outcomes BioMADE Case StudyChallenge: 9-month grant approval cyclesSolution: PSS Grants Management + DocuSignResults: Local Government Impact python Copy Download # Productivity metrics after PSS adoption print(f”Case resolution time: {before_hrs}hrs → {after_hrs}hrs”) print(f”Constituent satisfaction: {before_score} → {after_score}”) Typical Output:Case resolution time: 72hrs → 18hrsConstituent satisfaction: 62% → 89% Why Governments Choose Salesforce “PSS allowed us to stand up pandemic relief programs in 11 days – something that previously took 11 months.”— State CIO, Northeast U.S. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Sales Productivity Revolution: Summer ’25 AI-Powered Selling

Transform Your Sales Team with Agentforce & AI 🚀 Next-Gen Sales Development with Agentforce SDR Impact: Early adopters report 40% more qualified meetings booked 🤖 Agentforce Deal Agent: Your AI Co-Pilot Feature Benefit Opportunity Audits Auto-review 100+ deal fields in seconds Smart Recommendations “90% of similar deals added Discount Approval” Approval Workflows Choose between manual or auto-updates Change Tracking Visual timeline of all AI-suggested modifications Case Study: Tech firm reduced deal cycle time by 22% using auto-field updates Conversation Intelligence 2.0 🎯 Einstein Conversation Insights flow Copy Download // Sample Flow Using Call Transcripts trigger: Call_Ended → Get_Transcript → Analyze_Sentiment → If Negative_Sentiment → Create_Case Else → Update_Opportunity_Stage New Capabilities: Compliance Note: Salesforce never records calls – integrate with your existing system Sales Operations Excellence 📊 Forecasting & Planning 📞 Communications Upgrade Partner Ecosystem Growth 🤝 Partner Central 2.0 Early Adopter Feedback: “Cut portal training time by 60%” Critical Updates ❗ LinkedIn Lead SyncReconfigure before Summer ’25 to avoid sync disruptions ❗ Activity ReportingPrepare for retirement of Activity 360 reports Getting Started “These tools help sellers focus 80% less on admin work and 80% more on selling,” says Salesforce SVP of Sales Cloud. Download Implementation Kit | Join AI Selling Bootcamp Which sales productivity feature will you deploy first? Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Industry-Specific Innovations: Summer ’25 Release Highlights

Transformative Updates Across 20+ Industries Salesforce Summer ’25 delivers 150+ industry-specific enhancements designed to automate workflows, enhance customer experiences, and drive operational efficiency. Here’s what matters for your sector: 🚗 Automotive Cloud Impact: 40% faster loan approvals at leading auto lenders 🏥 Health & Life Sciences Feature Benefit Therapy Stage Orchestrator Handles 5x larger transaction volumes Clinical Site Selection Console 80% faster trial site activation Waitlist Management 30% fewer no-shows with timezone-aware scheduling New in Pharma: AI-powered participant matching for clinical trials 💰 Financial Services Pro Tip: Use new Loan Origination APIs to cut verification time by half 🛒 Consumer Goods Retailer Impact: 15% higher fulfillment accuracy at major CPG firms ⚡ Energy & Utilities Case Study: Utility reduced field service costs by 18% with new vehicle allocation tools **📚 Education Cloud Student Success Suite Adoption Stats: 92% student satisfaction in pilot programs **🌱 Net Zero Cloud CSRD Compliance Toolkit Sustainability Impact: 60% faster ESG reporting at enterprise level **🤝 Nonprofit Cloud Fundraising Revolution Grantmaking Innovation: Auto-generated progress reports from templates Cross-Industry Game Changers Implementation Toolkit ✅ Industry Playbooks: Step-by-step rollout guides✅ Release Readiness Trails: Hands-on training modules✅ Sandbox Enablement: Test new features today “These industry innovations represent our largest vertical-specific release ever,” says Salesforce EVP of Industries. Download Industry Fact Sheets | Book Technical Office Hours Which industry solution will you deploy first? Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Supported Browsers – Summer ’25 Release Update

Browser Support for Lightning Experience Lightning Experience is available in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. For the best mobile experience, Salesforce recommends using the Salesforce mobile app or accessing Lightning Experience via iPad Safari (with some limitations). Desktop & Laptop Browser Support Salesforce supports the latest stable versions of: ✅ Microsoft Edge (Chromium)✅ Google Chrome✅ Mozilla Firefox✅ Apple Safari Unsupported Browsers:❌ Internet Explorer (no longer supported)❌ Microsoft Edge (non-Chromium)❌ Incognito/private browsing modes Key Notes: Tablet Browser Support Device Supported Browser Notes iPadOS Safari (iOS 13+) Landscape mode only; no portrait switching. Android Salesforce Mobile App Browser access not supported. Important: Mobile (Phone) Support For the best experience, use the Salesforce mobile app. Third-Party Browser Extensions & JavaScript Libraries While some extensions can enhance Salesforce, DOM-manipulating extensions may cause instability. Recommendations: ✔ Check AppExchange for trusted partner extensions.✔ Use Salesforce-approved JavaScript libraries (uploaded as static resources).✔ For custom components: Risks: Salesforce Classic Browser Support Salesforce Classic is available in all editions but does not support mobile browsers—use the Salesforce mobile app instead. Supported Browsers: ✅ Microsoft Edge (Chromium)✅ Google Chrome✅ Mozilla Firefox✅ Apple Safari (except for Classic Console) Unsupported:❌ Internet Explorer 11 (deprecated after Dec 31, 2022)❌ Microsoft Edge (non-Chromium) CRM Analytics Browser Support Follows the same browser compatibility as Lightning Experience. Final Notes For more details, refer to Salesforce Help. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Create a Service Provider Portal in PSS

Salesforce Industry Clouds: Tailored Solutions for Public Sector Transformation

Salesforce Public Sector Solutions (PSS) represents a paradigm shift in government technology, offering purpose-built applications that combine the power of CRM with public sector operational needs. This comprehensive suite enables agencies to modernize constituent services while maintaining rigorous compliance standards. Core Differentiators Public Sector Solutions Architecture 1. Foundation Layer ![Government Cloud Infrastructure] 2. Government Data Model Standard Object Enhanced Capability Case Violation tracking, benefit eligibility Account Citizen/business entity differentiation Inspection Mobile checklist workflows 3. Prebuilt Applications Diagram Code Download License & Permits Dynamic Forms Fee Automation Grants Mgmt Application Portal Disbursement Tracking Key Solution Areas 🆘 Emergency Program Management 📑 License & Permit Management 🔍 Inspection Management 💰 Grants Management Implementation Framework Phased Rollout Approach Add-On Modules Proven Outcomes BioMADE Case StudyChallenge: 9-month grant approval cyclesSolution: PSS Grants Management + DocuSignResults: Local Government Impact python Copy Download # Productivity metrics after PSS adoption print(f”Case resolution time: {before_hrs}hrs → {after_hrs}hrs”) print(f”Constituent satisfaction: {before_score} → {after_score}”) Typical Output:Case resolution time: 72hrs → 18hrsConstituent satisfaction: 62% → 89% Why Governments Choose Salesforce “PSS allowed us to stand up pandemic relief programs in 11 days – something that previously took 11 months.”— State CIO, Northeast U.S. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Revenue Cloud Summer ’25: The Ultimate Guide to Monetization Innovation

Transform Your Quote-to-Cash Operations Salesforce’s Summer ’25 release delivers 40+ revenue acceleration features across pricing, configuration, billing, and usage management. Here’s what revenue teams need to know: 🚀 Top 5 Game-Changers Deep Dive: Key Capabilities 📦 Product Catalog Revolution Feature Impact Default Catalog Views 35% faster product selection Attribute-Based Search Find SKUs 4x quicker Bundle Simplification 80% cleaner quote presentations Pro Tip: Use new auto-renewal triggers to boost recurring revenue by 22% (Salesforce benchmark) 💵 Pricing & Discounts What’s New: Customer Story: Telecom provider reduced pricing errors by 91% ⚙️ Configuration 2.0 apex Copy Download // Sample Constraint Rule (GA) ProductConfiguration.Constraint( Name: ‘Enterprise_Server_Combo’, Condition: ‘RAM_GB >= 64 WHEN CPU_Cores > 16’, Action: ‘AUTO_ADD_Backup_Service’ ) Benefits: 📊 Usage & Billing Token Economy Features: Billing Hub Updates: Implementation Toolkit ✅ Prebuilt Revenue Playbooks✅ Sandbox Enablement Kits✅ Admin Trailhead Modules (NEW) “These updates help enterprises monetize 30% faster while maintaining compliance,” says Salesforce VP of Revenue Cloud. Download Technical Specs | Join Release Webinar Ready to transform your revenue operations?  Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Agentforce and Einstein Spring 25 Updates

Transform Your Salesforce Experience with AI-Powered Innovations Discover how Agentforce and Einstein are revolutionizing productivity across every Salesforce cloud. With monthly feature releases, we’re constantly enhancing your AI toolkit. The May ’25 updates highlighted below will become available when Summer ’25 reaches your org. Key AI Innovations Coming in Summer ’25 Service Cloud 🔹 Enhanced Agentforce Service Agent Automation & Integration 🔹 Einstein Decision Element Commerce Cloud 🔹 Personalized Cart Recommendations Education Cloud (Pilot) 🔹 Agentforce for Student Advising Field Service 🔹 Proactive Asset Scheduling Marketing Cloud 🔹 Campaign Designer (Beta) Platform 🔹 External Objects in Prompt Builder Public Sector (Beta) 🔹 Einstein Grant Solutions Revenue Cloud 🔹 Conversational Quoting Agent Sales 🔹 Multilingual Agentforce SDR Service 🔹 AI-Powered Presence Management Agentforce & Einstein Platform Updates May ’25 Enhancements 🔹 Custom Lightning Type Support Why This Matters Stay Ahead: Bookmark our release notes and check back monthly for the latest AI capabilities. Learn More About AI at Salesforce | Summer ’25 Release Notes 🚀 The future of intelligent CRM starts here – are you ready? Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Natural Language Processing Explained

Exploring 3 Types of Natural Language Processing in Healthcare

Healthcare generates vast amounts of unstructured, text-based data—primarily in the form of clinical notes stored in electronic health records (EHRs). While this data holds immense potential for improving patient outcomes, extracting meaningful insights from it remains a challenge. Natural language processing (NLP) offers a solution by enabling healthcare stakeholders to analyze and interpret this data efficiently. NLP technologies can support population health management, clinical decision-making, and medical research by transforming unstructured text into actionable insights. Despite the excitement around NLP in healthcare—particularly amid clinician burnout and EHR inefficiencies—its two core components, natural language understanding (NLU) and natural language generation (NLG), receive less attention. This insight explores NLP, NLU, and NLG, highlighting their differences and healthcare applications. Understanding NLP, NLU, and NLG While related, these three concepts serve distinct purposes: Healthcare Applications NLP technologies offer diverse benefits across clinical, administrative, and research settings: 1. NLP in Clinical and Operational Use Cases Real-World Examples: 2. NLU for Research & Chatbots While less widely adopted than NLP, NLU shows promise in: 3. NLG for Generative AI in Healthcare Challenges & Barriers to Adoption Despite their potential, NLP technologies face several hurdles: 1. Data Quality & Accessibility 2. Bias & Fairness Concerns 3. Regulatory & Privacy Issues 4. Performance & Clinical Relevance The Future of NLP in Healthcare Despite these challenges, NLP, NLU, and NLG hold tremendous potential to revolutionize healthcare by:✔ Enhancing clinical decision-making✔ Streamlining administrative workflows✔ Accelerating medical research As the technology matures, addressing data, bias, and regulatory concerns will be key to unlocking its full impact. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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How Top CPOs Are Winning the AI Revolution

How Top CPOs Are Winning the AI Revolution

The AI era has catapulted Chief Product Officers (CPOs) from behind-the-scenes operators to the most influential leaders in the C-suite. In 2020, just 4% of Fortune 1000 companies had a CPO—today, nearly 50% do. By 2027, we expect that number to reach 70%. At Products That Count, we’ve spent the past year interviewing nearly 1,000 CPOs—from hypergrowth startups to giants like Salesforce, Walmart, and Microsoft. The verdict? The companies winning with AI aren’t just using it to speed up workflows—they’re reinventing product leadership itself. Here’s how the best CPOs are outmaneuvering competitors in the AI age. 1. They Treat AI as a Launchpad, Not Just a Shortcut While others fear job displacement, top CPOs see AI as a force multiplier. “AI lets us punch above our weight. We’re not just optimizing—we’re reimagining.”—CPO, Fortune 500 Retailer 2. They Hire ‘Super PMs’—Not Just Tech Experts The best product leaders today aren’t former engineers—they’re business-savvy generalists who know how to ask the right questions. 3. They Lead M&A—Not Just Product AI moves too quickly to build everything in-house. 75%+ of CPOs say M&A will be critical in the next 1-3 years—and they’re not just approving deals, they’re driving them. This marks a power shift: M&A is no longer just a finance play—it’s product acceleration. 4. They Measure What Actually Matters Revenue still rules, but winning CPOs track deeper metrics: ✅ Time-to-value (How fast do customers see ROI?)✅ Retention & engagement (Do they stick around?)✅ Experimentation velocity (How quickly can we test and learn?) “NPS won’t tell me if our pricing is right—but time-to-value will.”—Ilan Frank, CPO at Checkr This focus fuels agility: Smaller bets, tighter feedback loops, and faster pivots. The Bottom Line: AI Isn’t Changing Product—It’s Changing Leadership The best CPOs aren’t just adopting AI tools—they’re rewriting the playbook: 🔹 Prioritizing adaptability over pedigree🔹 Betting on generalists, not just specialists🔹 Leading M&A as a growth lever🔹 Measuring outcomes, not just output The companies that empower this mindset aren’t just surviving the AI revolution—they’re defining it. Are you leading—or lagging behind? (Insights from Products That Count’s 2024 CPO Survey, featuring leaders from Salesforce, Microsoft, Walmart, and more.) Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Does Salesforce Have Artificial Intelligence?

AI Goes Mainstream

AI Goes Mainstream: How Small Businesses Are Harnessing Autonomous Agents for Growth Artificial intelligence is no longer just for big corporations. As generative AI tools have become more accessible, small and medium-sized businesses (SMBs) are rapidly adopting AI—with 75% now investing in AI solutions, according to recent data. High-growth SMBs are nearly twice as likely to embrace AI than those struggling to stay afloat. The shift from generative AI to agentic AI—where AI systems autonomously make decisions and take action—is unlocking even greater potential for SMBs. “We’re entering a new era of productivity that will transform businesses of all sizes, especially SMBs,” says Adam Evans, EVP & GM of Salesforce AI, who leads Agentforce, a platform that embeds AI agents into business workflows. “With autonomous AI, small teams can scale like never before.” A serial entrepreneur who sold two AI startups to Salesforce, Evans understands the challenges SMBs face. “Small businesses are always stretched thin. Agentforce gives them a 24/7 digital workforce across sales, service, and marketing—unlocking unlimited capacity.” Here’s how forward-thinking SMBs are using AI to drive growth: 1. Automated Marketing at Scale Many SMBs have tiny (or even one-person) marketing teams. AI-powered agents can:✅ Generate campaign briefs in seconds✅ Identify high-value audience segments✅ Create personalized content and customer journeys✅ Optimize campaigns in real time based on performance “Agentforce doesn’t just set up campaigns—it continuously refines them, ensuring maximum impact,” says Evans. 2. Hyper-Personalized Sales Outreach Generic sales emails don’t cut it anymore. AI agents can now craft bespoke outreach by:📊 Pulling CRM data on past interactions🏢 Analyzing prospect company profiles📑 Applying a business’s best sales playbooks “The AI synthesizes all this to write emails tailored to each lead’s role, industry, and interests,” Evans explains. 3. AI-Powered Shopping Assistants Imagine an AI personal shopper that:🛍️ Guides customers to the perfect product💬 Answers questions via chat (on websites, WhatsApp, etc.)🤝 Upsells and cross-sells intelligently “Agentforce acts as a 24/7 sales rep, helping convert browsers into buyers while freeing up human teams for high-touch relationships,” says Evans. The Bottom Line With AI handling repetitive tasks, SMBs can:✔ Compete with larger players despite smaller teams✔ Deliver enterprise-grade personalization✔ Turn data into actionable insights instantly “The businesses that thrive will be those that deploy AI agents to handle routine work while humans focus on strategy and creativity,” Evans predicts. “This isn’t the future—it’s happening right now.” For SMBs, the message is clear: AI adoption is no longer optional. It’s the key to staying relevant, efficient, and competitive. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Biggest Mistakes Universities Make When Using Salesforce

Biggest Mistakes Universities Make When Using Salesforce

The Biggest Mistakes Universities Make When Using Salesforce (And How to Fix Them) Many universities invest in Salesforce for higher education to improve student engagement, streamline operations, and boost fundraising—but struggle to see meaningful results. Without the right strategy, institutions face scattered data, low adoption, and inefficiencies, turning Salesforce into just another system to manage rather than a transformative tool. The good news? These challenges are avoidable. In this insight, we’ll explore the most common Salesforce mistakes in higher education and how to fix them—helping your university maximize ROI and create a seamless experience for students, staff, and alumni. Salesforce Education Cloud: A Quick Overview Salesforce Education Cloud is a powerful CRM platform designed for universities, colleges, and K-12 schools. It helps institutions: Yet, many institutions fail to leverage its full potential due to poor implementation, lack of training, or misaligned strategies. 11 Common Salesforce Mistakes in Higher Ed (And How to Solve Them) 1. No Clear Strategy or Goals Problem: Jumping into Salesforce without a plan leads to disconnected teams, wasted resources, and unclear ROI. Solution:✔ Define university-wide objectives (e.g., improving student retention, increasing alumni donations).✔ Establish a governance team to align Salesforce with institutional goals.✔ Prioritize key initiatives and track measurable outcomes. 2. Lack of Stakeholder Buy-In Problem: Without leadership and faculty support, adoption stalls or becomes siloed. Solution:✔ Engage decision-makers early in planning.✔ Assign cross-functional champions to drive adoption.✔ Provide training & clear value propositions for each department. 3. No Clear Ownership Problem: When no one “owns” Salesforce, data decays, processes break, and updates lag. Solution:✔ Form a centralized Salesforce admin team.✔ Assign department leads to oversee usage.✔ Define clear roles & accountability for system maintenance. 4. Siloed Implementation Problem: Departments use Salesforce separately, creating data fragmentation. Solution:✔ Use Education Data Architecture (EDA) for a unified student view.✔ Integrate with Student Information Systems (SIS).✔ Ensure admissions, advising, and alumni teams share data seamlessly. 5. Poor Data Governance Problem: Inconsistent data entry leads to duplicates, errors, and unreliable reports. Solution:✔ Standardize data entry rules across teams.✔ Use Salesforce duplicate management tools.✔ Create real-time dashboards for accurate insights. 6. Underusing Self-Service Portals Problem: Over-reliance on staff for basic tasks (e.g., FAQs, event sign-ups). Solution:✔ Deploy Experience Cloud for student/alumni self-service.✔ Implement AI chatbots (Einstein Copilot) for instant support.✔ Build a knowledge base for common inquiries. 7. Inadequate Training & Support Problem: Staff avoid Salesforce because they don’t know how to use it. Solution:✔ Offer ongoing training programs.✔ Assign in-house Salesforce super-users.✔ Provide resources for new features & updates.✔ Employ a dedicated Salesforce Solutions Provider..✔ Utilize a Salesforce Managed Services Provider. 8. Ignoring Mobile Optimization Problem: Students expect mobile access—but many portals are desktop-only. Solution:✔ Enable the Salesforce Mobile App.✔ Use push notifications for deadlines & events.✔ Ensure responsive design for all student portals. 9. Misaligned Reporting & KPIs Problem: Departments track different metrics, making progress hard to measure. Solution:✔ Standardize university-wide KPIs (e.g., enrollment rates, alumni engagement).✔ Use Salesforce dashboards for real-time insights.✔ Align reports with strategic goals. 10. Not Using AI & Automation Problem: Manual processes slow down admissions, student support, and fundraising. Solution:✔ Use Einstein AI to predict at-risk students.✔ Automate student communications & follow-ups.✔ Deploy AI chatbots for instant responses.✔ Integrate Salesforce Agentforce. 11. Falling Behind on Salesforce Updates Problem: Missing out on new AI features, automations, and best practices. Solution:✔ Follow Salesforce Trailhead & webinars.✔ Attend Education Summit & industry events.✔ Assign a team to evaluate & implement new tools. Maximizing Salesforce ROI in Higher Education By avoiding these mistakes, universities can:✅ Improve student engagement & retention✅ Streamline admissions & operations✅ Boost alumni fundraising✅ Make data-driven decisions The key? Strategy, training, integration, and innovation. Is your university getting the most out of Salesforce? Let’s optimize your approach. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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